“Excellent service - as expected and why PSGS was chosen.”
“Where PSGS are appointed to act in conjunction with an existing body of trustees, we have found that they are quickly able to fit in well and gain the trust and respect of their co-trustees. ”
“Ian has added more value than we thought he would at the start… which shows it pays to go with someone who is doing the job of a professional trustee as their bread and butter.”
“I would recommend them to anyone - I have dealt with a number of other independent trustee firms and would rate PSGS as the best. We are very happy with Mark and the service we get.”
“PSGS were overall more professional than others.”
“In any major corporate transaction, time is of the essence. PSGS' pragmatic commercial approach helped us manage the pensions aspects of our group re-structure to ensure a positive outcome for all parties. ”
As professional scheme secretaries we know the needs of boards and individual pension trustees vary, so we need to be as flexible as possible when it comes to meeting papers.
It is true that producing paper packs is the ‘short straw’ job for members of our specialist scheme secretary team - and they are a risk to family pets as they drop through the letterbox! However, for some pension trustees, the thought of having to go digital and losing the ream of paper to work through can be daunting.
Whilst the trend is definitely towards paperless meetings, what are the pros and cons of the various options available?
Click the image to see a PDF version.
There’s a lot of noise just now about data minimisation and many question whether you should really send scheme information to personal email addresses, even if they are password protected. Pension trustees also need to consider how far they need to worry about possible data issues by other data controller. This might make it a sensible time to take a look at how trustee meeting packs and papers are produced for your pension scheme.